61 client advisor jobs at 33 companies in Monroe, NC
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Client Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
Sell new and used vehicles, meet sales goals, maintain customer satisfaction and CSI, complete sales paperwork, and demonstrate strong communication and Microsoft Office skills; valid driver’s license required.
Microsoft Office
1w
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Client Advisor
Charlotte, North Carolina, United States
$20-$28/hr OnsiteFull Time
Previous retail or customer-centric experience preferred; strong sales mindset, interpersonal and communication skills, willingness to learn product knowledge and clienteling tools.
1w
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Client Advisor
Charlotte, North Carolina, United States
$20-$28/hr OnsiteFull Time
Previous retail or customer-focused experience preferred; strong sales mindset, interpersonal and communication skills; willingness to learn product knowledge and clienteling tools.
clienteling tools
1mo
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Work From Home - Client Benefits Advisor
Concord, North Carolina, United States
RemoteFull Time
Seeking competitive, self-motivated advisors who can guide and educate interested clients remotely; coachable and comfortable with video interviews.
Zoom
3d
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Wholesale Payments Client Onboarding Advisor
Orlando or Atlanta or Charlotte
OnsiteFull Time
3+ YOEBachelor's in business or equivalent,3+ years banking or project management experience,strong verbal/written communication,client management and negotiation skills,knowledge of wholesale payments,proficient in Microsoft Excel/Office/Outlook.
Microsoft Excel, Microsoft Office, Internet, Microsoft Outlook
15h
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J.P. Morgan Wealth Management – Private Client Advisor - Farmington Ridge
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, Series 7, Series 66 or 63/65, and Life, Health and Long Term Care Insurance license; CFP certification and bachelor's degree preferred.
digital technology
2mo
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BALENCIAGA Sales & Client Advisor with Keys| Charlotte Southpark
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOE3+ years retail/fashion sales experience; proven sales results; strong communication, commercial awareness, merchandising, inventory and loss-prevention skills; ability to open/close store and oversee daily operations.
2mo
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BALENCIAGA Sales & Client Advisor with Keys| Charlotte Southpark
Charlotte, North Carolina, United States
OnsiteFull Time
3+ years retail or fashion sales experience, proven sales results, strong verbal and written communication, commercial awareness, ability to manage multiple tasks in a fast-paced environment.
3mo
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Senior Wealth Advisor
Charlotte, North Carolina, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor's in finance/business/economics preferred; strong communication and sales orientation.
1mo
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Client Relationship Manager
Dallas or Frisco or Charlotte
$71k-$81k/yr OnsiteFull Time
2+ YOE2+ years experience; partner with advisors to support high-net-worth clients; obtain FINRA registrations (Series 7/63/65/66) and resident life & health insurance license within 120 days; university degree preferred.
3w
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Manager, Client Compensation
Fort Mill or Tempe
$77k-$128k/yr OnsiteFull Time
5+ MgmtLead a team supporting advisors on compensation and commission operations; requires 5+ years managing people, licensing (SIE, Series 99/7) or ability to obtain, Excel and reporting experience, strong leadership and critical thinking.
Microsoft Excel, Microsoft PowerPoint, Tableau
1d
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Registered Client Service Associate-Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service clients across channels, onboard and maintain client accounts, process transfers, prepare reports; SIE and Series exams required; HS diploma and ~1 year industry experience preferred.
Client Relationship Management (CRM), Microsoft Excel
1w
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Manager- Client Comp Processing
Fort Mill or Charlotte
$78k-$130k/yr OnsiteFull Time
5+ Mgmt5+ years leading teams, Series 99 required (obtain within 90 days if not held), experience with workforce management and advisor support, Excel and reporting skills, strong leadership and organizational abilities.
Microsoft Excel, Oracle, Salesforce, Client Works, BETA, Varicent, Microsoft Office, Tableau
3w
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Financial Advisor
Charlotte, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6, 7, and 63 licenses, entrepreneurial mindset, and legal authorization to work in the US.
3w
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Safety Advisor
Monroe, North Carolina, United States
FieldFull Time
3+ YOE3+ years construction safety experience; site audits, safety program development, LOTO, machine guarding, incident investigation, training delivery, and client coordination; degree in safety preferred; CHST/BCSP preferred.
1mo
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Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
7+ YOE3+ MgmtBachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check.
Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software
1d
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Beauty Advisor - Flex
Concord, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, meet minimum weekly hours.
2d
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Beauty Advisor - Flex
Concord, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-focused experience, passion for beauty, excellent communication, ability to lift up to 50 lbs, available nights/weekends/holidays, punctual and reliable.
3d
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Financial Advisor, Specialist
Malvern or Scottsdale or Charlotte
HybridFull Time
3+ YOECFP designation and FINRA Series 7,63,65/66 required; undergraduate degree or equivalent; minimum 3 years financial planning and client relationship experience; strong communication and regulatory knowledge.
1d
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Financial Relationship Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years client management experience, FINRA Series 7 and 66 (or 63 and 65), client relationship and sales skills, compliance with FINRA/state licensing, strong communication and judgment.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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